Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.5B
AUM Growth
+$4.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,461
New
Increased
Reduced
Closed

Top Buys

1
+$558M
2
+$506M
3
+$208M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$165M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$157M

Top Sells

1
+$56.8M
2
+$56.3M
3
+$44M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$34.2M
5
CRWD icon
CrowdStrike
CRWD
+$20.3M

Sector Composition

1 Technology 4.87%
2 Financials 3.34%
3 Consumer Discretionary 2.35%
4 Communication Services 1.74%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.69M 0.01%
7,264
+340
602
$2.68M 0.01%
100,639
603
$2.67M 0.01%
23,789
+5,416
604
$2.67M 0.01%
75,270
-1,055
605
$2.63M 0.01%
67,025
-3,534
606
$2.62M 0.01%
11,281
+1,505
607
$2.61M 0.01%
64,009
-16,311
608
$2.6M 0.01%
26,983
-14,261
609
$2.6M 0.01%
15,728
-3,861
610
$2.6M 0.01%
12,823
+1,412
611
$2.6M 0.01%
49,376
-424
612
$2.58M 0.01%
154,937
+140,537
613
$2.57M 0.01%
22,150
-289
614
$2.57M 0.01%
43,130
+3,060
615
$2.55M 0.01%
38,564
-1,987
616
$2.54M 0.01%
11,401
+1,061
617
$2.54M 0.01%
46,693
+6,428
618
$2.54M 0.01%
152,282
-3,647
619
$2.54M 0.01%
31,156
+1,578
620
$2.53M 0.01%
112,004
-7,155
621
$2.53M 0.01%
46,402
+2,230
622
$2.52M 0.01%
11,611
+3,410
623
$2.52M 0.01%
30,454
+1,240
624
$2.52M 0.01%
7,641
-2,591
625
$2.51M 0.01%
24,581
+21,348
23 24
25
26 27